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AWM

Avior Wealth Management Portfolio holdings

AUM $3.53B
1-Year Est. Return 16.77%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.77%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$990M
AUM Growth
-$170M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,291
New
Increased
Reduced
Closed

Top Buys

1
+$5.06M
2
+$4.17M
3
+$2.75M
4
VOE icon
Vanguard Mid-Cap Value ETF
VOE
+$2.09M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$1.84M

Top Sells

1
+$4.23M
2
+$2.64M
3
+$933K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$742K
5
MGK icon
Vanguard Mega Cap Growth ETF
MGK
+$672K

Sector Composition

1 Financials 8.37%
2 Technology 6.62%
3 Healthcare 4.9%
4 Industrials 4.16%
5 Consumer Discretionary 3.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
851
$5K ﹤0.01%
+900
852
$5K ﹤0.01%
250
+4
853
$5K ﹤0.01%
159
+103
854
$5K ﹤0.01%
119
855
$5K ﹤0.01%
319
856
$5K ﹤0.01%
127
857
$5K ﹤0.01%
1,000
858
$5K ﹤0.01%
500
859
$5K ﹤0.01%
53
860
$5K ﹤0.01%
226
-156
861
$5K ﹤0.01%
144
862
$5K ﹤0.01%
487
+120
863
$5K ﹤0.01%
350
-36
864
$5K ﹤0.01%
603
865
$5K ﹤0.01%
600
866
$5K ﹤0.01%
73
867
$5K ﹤0.01%
+60
868
$5K ﹤0.01%
217
869
$5K ﹤0.01%
200
870
$4K ﹤0.01%
100
-127
871
$4K ﹤0.01%
408
+10
872
$4K ﹤0.01%
145
873
$4K ﹤0.01%
140
+7
874
$4K ﹤0.01%
74
+1
875
$4K ﹤0.01%
+84
33 34
35
36 37